Valerie Esteban is an Investment Advisor Representative with Lincoln Financial Advisors. Mrs. Esteban began her career with Lincoln as a Para-Planner. In this role she provided support to over 30 Financial Planners that comprise Lincoln’s California Fringe Benefit division in the Southern California region focusing on institutional and individual retirement planning. During this time, she learned the dynamic process of creating blue prints for wealth accumulation, distribution, and asset transfer. Valerie works with retirees, executives, and families to secure a successful financial future by, first, getting a deep understanding of each client’s immediate and long-term goals, and then designing uniquely tailored solutions. Her philosophy is to take a comprehensive approach to financial planning and leveraging her team to cover retirement planning, estate planning, and wealth management. “My objective is to help our clients identify financial blind spots and then be a catalyst for action! What is most gratifying is that the long term relationships we build with our clients allow me to see the sustained impact we have on our clients’ lives.”
Valerie graduated Magna Cum Laude from California State University Fullerton where she earned her B.A. in Business Administration with a concentration in Financial Planning. She is passionate about empowering her community through financial literacy. She has volunteered at a youth summer camp teaching high school students about financial independence. With a lifelong commitment to education, Valerie received her Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning.
Valerie lives in Fountain Valley with her husband Mike, and their daughter Avery. They enjoy spending time at home cooking and more recently have developed an affinity for building their own furniture. They have a Jack Russell Terrier that keeps them busy and they share a joy for basketball, hiking, and family.